Nicolò Bagno (@Nicholastrand) header
Nicolò Bagno (@Nicholastrand) profile picture

Electronics Engineering @PoliMi | Editor @AstrospaceI | Aerospace | Semiconductors | Nuclear | Free Market Enjoyer

Joined November 2019
Photo by Nicolò Bagno (@Nicholastrand)Photo by Nicolò Bagno (@Nicholastrand)Photo by Nicolò Bagno (@Nicholastrand)Photo by Nicolò Bagno (@Nicholastrand)Photo by Nicolò Bagno (@Nicholastrand)Photo by Nicolò Bagno (@Nicholastrand)Photo by Nicolò Bagno (@Nicholastrand)Photo by Nicolò Bagno (@Nicholastrand)Photo by Nicolò Bagno (@Nicholastrand)
Nicolò Bagno retweeted
Replying to @nvidia
@nvidia without @JensenHuang is like Pizza without Cheese
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Replacing a generational visionary overnight like this is objectively short-sighted, to put it mildly. Hard not to see this as a huge strategic blow for NVIDIA.
Jensen Huang and the Nvidia board just made a massive mistake. He should not have resigned. The board should have taken the time to conduct a thorough investigation, consult with shareholders, and carefully evaluate the long-term implications of this decision. There is no clear replacement for Jensen Huang, and we believe his departure will ultimately be a net negative for Nvidia, $NVDA, and its shareholders. This will go down as the most costly mistake of the AI Revolution.
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Nicolò Bagno retweeted
Love you Marcelo but why do people keep saying “CUDA is dead” because Anthropic got part of a model running on AMD in three days. That’s impressive. But declaring NVIDIA’s moat gone from that is bullshit. CUDA isn’t just a few lines of code you port over. It’s a massive ecosystem of libraries, tools and years of optimization that developers use across AI, science, robotics and more. As John Linford and I discussed in our video (link below) getting something to run on another chip is one thing. Getting the whole workload running reliably at scale, with competitive performance and cost, is another. Competition is real, and AI will make it easier to use other hardware. That doesn’t mean the entire ecosystem NVIDIA built over decades just disappeared. youtu.be/yunV1tlr3bg
The Nvidia CUDA moat is gone. Anthropic sees all compute as fungible and it only took Mythos 3 days to figure out how to run itself on AMD hardware.
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【世界初:300mm SiCウエハーでパワー半導体製造 Infineon】 Infineon Technologiesが、300mmのSiCウエハーを用いて、動作可能なパワー半導体デバイスの製造に成功した。 同社によると、フルスケールの半導体製造工場で300mm SiCウエハーによるパワーデバイスの製造に成功したのは「世界初」という。 200mmウエハーに比べ、1枚当たりのチップ取得数を2.3倍に増やせるとしている。 出典:EE Times Japan eetimes.itmedia.co.jp/ee/art…
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Nicolò Bagno retweeted
In a defiant interview with the FT, Volodymyr Zelenskyy said Donald Trump had an instinctive affinity for autocrats and the super-wealthy. The Ukrainian president explained his views on the relationship between the US and Russian heads of state ft.trib.al/u7fXLMI
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Nicolò Bagno retweeted
An astrophysicist worked with Claude Science to create the first complete ultraviolet map of the sky. Astronomers have already created complete sky maps from radio to gamma rays. But large regions of the sky have never been observed in UV. In today’s science blog, Brice Ménard explains how he guided Claude to find existing datasets, combine them, and fill in the gaps with statistical inference. The work would have taken humans weeks of work, but, with Claude, just took a few days while Ménard worked on other projects. The resulting map is a useful teaching tool and an example of exactly the sort of slow, low-priority work which scientists never quite get around to, but which AI now makes feasible. Read more: anthropic.com/research/the-m…
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Nicolò Bagno retweeted
Today, NASA announced PRIMA, a new space telescope that will explore long-standing mysteries around the formation of planets, stars, black holes, and even how water on Earth came to be. go.nasa.gov/3TgGh3W
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Nicolò Bagno retweeted
China has reportedly got its hands on the cockpit canopy and a weapons-bay door of an Australian F-35. A few considerations on what that does, and doesn't, mean. An F-35's low observability rests on three pillars:
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Nicolò Bagno retweeted
SCOOP: A shipment of F-35 parts, including a canopy, wound up in Hong Kong — sparking an investigation on Capitol Hill and raising the possibility that China could have access to key components of the highly-classified program. with @marksatter politico.com/news/2026/09/18…
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Nicolò Bagno retweeted
La compromissione dei dati di @Revolut sembra essere molto, ma MOLTO più grave di quanto raccontato. Se le affermazoni dell'attaccante sono corrette, Revolut non è stata "bucata", ma ha risposto ad una PEC (compromessa dall'attaccante) direttamente delle Forze dell'Ordine, a una richiesta di informazioni. Cosa che è TENUTA a fare. Questo significa che ci aspettiamo dal @Viminale che confermi o smentisca, perché se la compromissione riguarda mail legittime (PEC), il problema NON È LIMITATO A REVOLUT ed è ORDINI DI MAGNITUDO più grande e pericoloso. E può coinvolgere OGNI SERVIZIO e OGNI DATO. La compromissione qui non è di @Revolut, è di una (o più) Forze dell'Ordine Italiane.
‼️ BREAKING: We're in contact with the Revolut hacker. According to them, they didn't only take Revolut data, they've also compromised multiple Italian law enforcement departments. They say the operation targeting Revolut ran for six months, and that they used Italian law enforcement systems to send data requests to Revolut. They claim to hold 147 GB taken from the Italian side, including internal docs, calendars and personal material, among it the chat logs of a federal officer arguing with his wife.
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Navier–Stokes solved. The aerodynamic ceiling just moved…
We’re sharing a solution to the Navier-Stokes Millennium Prize Problem, one of the deepest problems at the frontier of mathematics. The proof was produced by a group of agents, using an OpenAI next-generation model significantly more capable than GPT-6 Astra. The problem concerns whether the description of smooth three-dimensional fluid motion modeled by the Navier-Stokes equations can break down. It has remained unresolved for roughly 90 years.
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Nice thread on naval ops, must read!
1/x Today I'm going to try and explain the stability aspects of heavy lift vessels. I'll try to keep it accessible for everyone, so bear with me (it's a bit nerdy, I admit)... a small🧵 (I did use AI to create the graphs based on my explanation)
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Nicolò Bagno retweeted
SCOOP: The elimination of a futuristic drone battalion is part of a broader “back-to-basics” approach ordered up by Gen. Christopher LaNeve, the acting chief of staff of the Army who is closely aligned with Defense Secretary Pete Hegseth. The battalion was a signature initiative of LaNeve’s predecessor, Gen. Randy George, whom Hegseth ousted in April. wsj.com/politics/national-se…
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Nicolò Bagno retweeted
Making Silicon Crystals Step 1. Melt a lot of silicon down into a hot pool of liquid silicon. Step 2. Adjust the temperature until the pool is just above its melting point. Step 3. Dip a cold thing into the pool (seed)and the silicon will start to freeze onto it. Step 4. Slowly rotate the seed to keep everything round. Step 5. Very slowly lift this thing out of the pool. Step 6. Lift it out at juuuussssst the right speed so that the silicon keeps it wetted at the bottom and freezes to it as it is retracted. The pull speed controls how big the diameter is. Step 7. When it start to get a bit long just lift it faster and it will taper off. This is why silicon ingots have their distinctive shape. Once you know the process the shape is very intuitive. These ingots are then salami sliced into wafers and those wafers then get etched into chips. This is called the Czochralski (CZ) method, if you can create a hot pool of something you can generally produce giant single crystals of that material. It works for semiconductors, optical crystals, metals, anything where you want a bulk crystal with controlled grain. Turbine blades use a different method because they have to be made with cooling channels and other intricate features that cannot be produced with reductive machining.
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Nicolò Bagno retweeted
Conquering the next battlefield: Space. We bet our own money to rapidly design, build, test, and fly a fully integrated satellite. Last month, ANDURIL-216 reached orbit. Anduril, alongside a few core partners, went from clean sheet to on orbit in less than two years. All systems are nominal. We've made first contact and fully commissioned the bus, power distribution devices, and edge compute payload. The first calibrated images are in from all three payloads onboard the spacecraft: one long-wave infrared, two electro-optical. The firsts go beyond the vehicle. Our space team used Lattice to commission and task ANDURIL-216, the first time Lattice has commanded an on-orbit spacecraft. More to come.
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Nicolò Bagno retweeted
Everything I have seen of early Nato has mad aura.
Hermès made this scarf to mark the move of NATO headquarters from London to Paris in 1952.
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Nicolò Bagno retweeted
A giant leap to Mars! 🚀 NASA recently completed testing of a lithium-fed electromagnetic thruster, reaching 5x more power than today's electric propulsion systems. Paired with a nuclear power source, this tech could slash travel time to Mars! MORE: go.nasa.gov/4goVg4g…
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Nicolò Bagno retweeted
Weapons of Mass Production Today there are a handful of single assets that gate huge sectors of the economy. The criteria should be something like >50% of the global supply passes through this one cool thing. • Falcon 9 Commercial access to space is 90% via the Falcon 9 launch system. • Ulsan shipyard Large high quality FPSOs and LNG tankers are almost exclusively manufactured here. • Muroran forge press Giant forged ingots >200 tons are mostly made in Japan and by this giant forge press. • Zeiss vacuum grinder The mirrors that allow ASML to do frontier EUV lithography are made by 1 machine. There are a few others but you get the idea, what else should be on the list?
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Nicolò Bagno retweeted
High NA-EUV Lithography Zeiss is beginning production of their High NA-EUV systems for ASML. “High NA” means high numerical aperture, which is a measure of the angular range from which an optical system can pick up light. For context High NA has numerical aperture of 0.55, whereas current EUV NA is 0.33 A 66% improvement. That’s a feature density improvement of 1.67^2=2.789 so a near tripling of transistor density per unit area. It brings the critical dimension down to 8nm from 13nm. Q: How did Zeiss achieve this? A: With great difficulty. • The projection optics system is 40,000 parts and around 12 tonnes. • The illumination system is 25,000 parts and is 6 tonnes. • The machine that manufacturers these mirrors is based in Germany, and consists of 100,000 parts and is 150 tonnes, the machining chamber itself is a 5m x 5m x 10m vacuum chamber. The mirrors are machined for 3 months[!] to achieve a precision equivalent to 1mm deviation over an area the size of the Pacific Ocean. It’s worth noting here that theoretical maximum NA = 1.0 Hyper NA (>0.7 and achieved using 8 mirrors) is expected the enter production 2032 - 2035. That brings the critical dimension down to around 6nm and that might be the end, a single silicon atom is 0.23nm so the precision would be +/- 24 atoms. Fun note… there is a category of lathes and machine tools called “ultra-precision” and these have axis resolutions of 1-2nm and can produce contoured shapes to 25nm accuracy. You can buy “ultra-precision” machines, grinding machines for optical equipment have incredibly precise axis control because surface asperity on a mirror is visible to the eye. B23B is the IPC/CPC class, and it teaches some interesting niche stuff (tells you where the future is going, even with trade secrets omitted).
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